Using electronic signature in Expense Management

DocuSign can be used in Expense Management for validating the Expense Report receipts.
  1. Log on to Expense Management as a user. The user ID must be a part of the Receipts: DocuSign user group or a part of a user group that is configured in the WF: Receipt ESignature BR configuration.
  2. Create an Expense report document, attach a receipt and submit the document.

    After the Manager and the Pre-Pay Auditor approves the Expense Report document, the document is routed to the Receipt ESignature workflow activity. The AutoApprovalBkg process routes the document to the ER Export activity of the workflow after the receipt is successfully uploaded and digitally signed through DocuSign.